Anic Equity¶
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Total return since start: 0.659 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 50660.92 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43303.7 Kr¶
PnL: ---------------------------------------> -398.89 Kr¶
DD now: ---------------------------------> -4.63 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-19 16:21:04.171992'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Orrön Energy | 170 | -1.410000 | 2077.400000 | 36.550000 | 1.790000 | 2040.850000 |
| INVISIO | 15 | -0.830000 | 3585.000000 | 22.500000 | 0.630000 | 3562.500000 |
| Hexagon B | 26 | -0.600000 | 3432.000000 | 20.800000 | 0.610000 | 3411.200000 |
| Nederman Holding | 1 | -0.460000 | 215.000000 | 16.000000 | 8.040000 | 199.000000 |
| Vitec Software Group B | 2 | -0.980000 | 1115.000000 | 14.000000 | 1.270000 | 1101.000000 |
| Sagax A | 4 | 0.000000 | 896.000000 | 12.000000 | 1.360000 | 884.000000 |
| HEXPOL B | 8 | -0.170000 | 963.200000 | 8.000000 | 0.840000 | 955.200000 |
| Platzer Fastigheter Holding B | 12 | -0.620000 | 956.400000 | 7.200000 | 0.760000 | 949.200000 |
| Profoto Holding | 7 | -1.180000 | 588.000000 | 6.000000 | 1.030000 | 581.999999 |
| Sagax B | 4 | -1.510000 | 888.800000 | 5.600000 | 0.630000 | 883.200000 |
| Hexatronic Group | 15 | 2.080000 | 1072.800000 | 5.100000 | 0.480000 | 1067.700000 |
| Hennes & Mauritz B | 6 | -0.640000 | 914.400000 | 4.440000 | 0.490000 | 909.960000 |
| AcadeMedia | 20 | -0.690000 | 977.600000 | 2.000000 | 0.210000 | 975.600000 |
| SKF B | 5 | -1.260000 | 979.000000 | 1.000000 | 0.100000 | 978.000000 |
| Sandvik | 4 | -1.400000 | 846.400000 | 0.800000 | 0.090000 | 845.600000 |
| ASSA ABLOY B | 4 | -1.390000 | 991.600000 | 0.800000 | 0.080000 | 990.800000 |
| Latour B | 4 | -3.000000 | 854.400000 | 0.400000 | 0.050000 | 854.000000 |
| Atrium Ljungberg B | 5 | -0.830000 | 901.000000 | -0.500000 | -0.060000 | 901.500000 |
| Biotage | 1 | -7.600000 | 145.800000 | -1.700000 | -1.150000 | 147.500000 |
| BioGaia B | 8 | -2.090000 | 898.400000 | -4.000000 | -0.440000 | 902.400000 |
| BHG Group | 109 | -5.670000 | 1414.820000 | -4.360000 | -0.310000 | 1419.180000 |
| Eastnine | 6 | -1.630000 | 651.600000 | -5.400000 | -0.820000 | 657.000000 |
| Addnode Group B | 7 | -3.100000 | 897.400000 | -5.600000 | -0.620000 | 903.000000 |
| EQT | 4 | -2.390000 | 864.400000 | -6.400000 | -0.730000 | 870.800000 |
| OX2 | 12 | -3.910000 | 898.800000 | -7.800000 | -0.860000 | 906.600000 |
| Alimak Group | 12 | -0.950000 | 996.000000 | -8.400000 | -0.840000 | 1004.400000 |
| Vitrolife | 3 | -2.460000 | 666.000000 | -11.000000 | -1.620000 | 677.000001 |
| JM | 7 | -2.620000 | 936.600000 | -11.200000 | -1.180000 | 947.800000 |
| Gränges | 10 | 2.810000 | 1023.000000 | -13.000000 | -1.250000 | 1036.000000 |
| Byggmax Group | 33 | -3.230000 | 948.420000 | -16.500000 | -1.710000 | 964.920000 |
| Catena | 2 | -2.000000 | 786.000000 | -17.600000 | -2.190000 | 803.600000 |
| Investor B | 3 | -2.270000 | 639.900000 | -18.100000 | -2.750000 | 657.999999 |
| Creaspac SPAC | 40 | -0.630000 | 3804.000000 | -20.000000 | -0.520000 | 3824.000000 |
| Hoist Finance | 36 | -2.160000 | 977.400000 | -30.600000 | -3.040000 | 1008.000000 |
| VEF | 788 | -2.400000 | 1858.100000 | -39.400000 | -2.080000 | 1897.504000 |
| Sedana Medical | 93 | -2.200000 | 2643.060000 | -340.520000 | -11.410000 | 2983.577733 |
| TOTAL | 43303.700000 | -398.890000 | -4.62992% | 43702.591732 |
Updated:¶
'2023-06-19 16:21:21.098525'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
